Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | CL A COM | 201 | $12,000 | 590 | 0.00 | 590 | +Inf | 12-31-2021 | |
WIPFLI FINANCIAL ADVISORS LLC | CL A COM | 202 | $7,000 | 293 | 0.00 | 293 | +Inf | 09-30-2022 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 203 | $3,000 | 205 | 0.00 | 0.00 | 113 | 122.83 | 09-30-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 204 | $4,000 | 170 | 0.00 | 0.00 | 79 | 86.81 | 06-30-2021 |